Estate Planning Attorneys in Whitefish Bay, WI

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List of Firms

Top Whitefish Bay, WI Estate Planning Law Firms

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Hildebrand Law Firm, LLC
5 out of 5
Location 7670 N Port Washington Rd Suite 200, Fox Point, WI 53217, USA
Phone (414) 409-7122
Language http://www.hildebrandlawfirm.net/
Directions
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Fricker Law | Probate Attorney Milwaukee
5 out of 5
Location 11601 W North Ave, Wauwatosa, WI 53226, USA
Phone (414) 442-9494
Language https://frickerlaw.com/
Directions
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C.H. Law LLC
5 out of 5
Location 645 N 36th St, Milwaukee, WI 53208, USA
Phone (414) 244-9411
Language http://www.chlawllc.com/
Directions
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Maranan, Paul A SC
5 out of 5
Location 4111 S Howell Ave, Milwaukee, WI 53207, USA
Phone (414) 483-4400
Language http://www.cudahylawyer.com/
Directions
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Cade Law Group LLC
4 out of 5
Location Box 170887, 5651 N Lydell Ave, Milwaukee, WI 53217, USA
Phone (414) 255-3802
Language https://www.cade-law.com/
Directions
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Wessels & Liebau LLC
4 out of 5
Location 11649 N Port Washington Rd #210, Mequon, WI 53092, USA
Phone (262) 264-7702
Language https://www.wesselsliebau.com/
Directions
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Heritage Law Office
5 out of 5
Location 757 N Broadway #300, Milwaukee, WI 53202, USA
Phone (414) 253-8500
Language http://heritagelawoffice.com/
Directions
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Angermeier & Rogers, LLP
4 out of 5
Location 759 N Milwaukee St Suite 615, Milwaukee, WI 53202, USA
Phone (414) 289-9200
Language https://www.angermeierandrogersllp.com/?npcmp=dir:local:4432485:53202
Directions
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Rapkin Stephanie
2 out of 5
Location 500 W Silver Spring Dr #200, Glendale, WI 53217, USA
Phone (414) 847-6380
Directions
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Malm & LaFave, S.C.
5 out of 5
Location 7177 N Port Washington Rd Ste 210, Milwaukee, WI 53217, USA
Phone (262) 215-9401
Language https://www.lafavelaw.net/?utm_source=google-local&utm_medium=organic&utm_campaign=3530
Directions
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Kitzke and Canfield, LLC
5 out of 5
Location 101 Falls Rd Suite 602, Grafton, WI 53024, USA
Phone (262) 387-0706
Language https://www.kitzkeandcanfield.com/?utm_source=GMB&utm_medium=organic&utm_campaign=Grafton
Directions
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Martin J Greenberg Law Office LLC
4 out of 5
Location 5555 N Port Washington Rd Suite 305, Glendale, WI 53217, USA
Phone (414) 271-4849
Language http://www.greenberglawoffice.com/
Directions
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Moertl Wilkins & Campbell
5 out of 5
Location 330 E Kilbourn Ave # 1017, Milwaukee, WI 53202, USA
Phone (414) 276-4366
Language http://www.lawmwc.com/
Directions
Estate Planning Lawyers in Whitefish Bay, WI

Where Estate Planners in Whitefish Bay, WI Serve

Whitefish Bay, WI is a charming village located on the shores of Lake Michigan. This picturesque community boasts a number of notable landmarks, including the Whitefish Bay Library, the Klode Park and Beach, and the historic Whitefish Bay Village Hall. The top employers in the area include the Whitefish Bay School District, the Village of Whitefish Bay, and a number of small businesses and shops located throughout the village. Major highways and streets in the area include Interstate 43, which runs north-south through the village, as well as Silver Spring Drive, Lake Drive, and Santa Monica Boulevard. Whitefish Bay is home to several distinct neighborhoods, each with its own unique character and charm, including the Richards Court neighborhood, the Cumberland Forest neighborhood, and the Lake Drive neighborhood. Whether you're looking for a quiet place to call home or a vibrant community filled with culture and energy, Whitefish Bay has something to offer everyone.

Financial Services Related to Estate Planning in Whitefish Bay, WI

Banks and Credit Unions

Residents of Whitefish Bay, WI could benefit from a bank in a variety of ways. For instance, a bank could provide assistance with home loans or refinancing options for those looking to buy or renovate a house in the area. Additionally, businesses in Whitefish Bay could benefit from banking services such as merchant services or business loans to help them grow and succeed. With its proximity to Lake Michigan, a bank could also offer specialized services for water-related activities such as boat loans or insurance. Overall, a bank in Whitefish Bay could provide much-needed financial support and resources for both individuals and businesses in the community.

Insurance Broker

Residents of Whitefish Bay, WI can benefit greatly from the services of an insurance broker. These professionals can help individuals and families navigate the complex world of insurance, finding the best policies to meet their unique needs and budgets. For example, in Whitefish Bay, where many residents own waterfront properties, an insurance broker can assist in securing flood insurance to protect against potential water damage. Additionally, with the harsh winter weather in Wisconsin, an insurance broker can help residents obtain coverage for snow and ice damage. Overall, an insurance broker can provide peace of mind and financial security to the residents of Whitefish Bay, ensuring that they are properly covered in the face of unexpected events.

Retirement Planning

Residents of Whitefish Bay, WI would benefit greatly from a retirement planner. With a median age of 42, many residents are approaching retirement age and may be unsure of how to navigate the complex world of retirement planning. A retirement planner can help residents of Whitefish Bay, WI determine the best strategies for saving for retirement, such as setting up a 401(k) or IRA. Additionally, a retirement planner can help residents of Whitefish Bay, WI understand the tax implications of their retirement savings and develop a plan for managing their retirement income. With the cost of living in Whitefish Bay, WI being higher than the national average, it is important for residents to have a solid plan in place for their retirement years.

Wealth Management

Residents of Whitefish Bay, WI could benefit greatly from the services of a wealth manager. A wealth manager can help individuals and families in Whitefish Bay manage their finances, plan for their future, and achieve their financial goals. With the average household income in Whitefish Bay being higher than the national average, a wealth manager can provide guidance on how to make the most of that income and invest wisely. Additionally, with many residents of Whitefish Bay being busy professionals or parents, a wealth manager can take the burden of financial management off their shoulders and allow them to focus on other aspects of their lives. Overall, a wealth manager can provide valuable assistance to residents of Whitefish Bay in navigating the complex world of personal finance.

Financial Advisor

Residents of Whitefish Bay, WI could benefit from the guidance of a financial advisor in a number of ways. One particular area of concern for many residents is planning for retirement. With a median age of 42.8 years, many Whitefish Bay residents are likely considering their long-term financial goals and how to achieve them. A financial advisor can help them assess their current financial situation, set realistic retirement goals, and develop a personalized plan to achieve those goals. Additionally, given the relatively high cost of living in Whitefish Bay, many residents may be looking for ways to save money and reduce debt. A financial advisor can provide guidance on budgeting, debt management, and investment strategies to help residents build a strong financial foundation for the future.

Mortgage Loan Officer

Residents of Whitefish Bay, WI would greatly benefit from the services of a mortgage loan officer. These professionals can help residents secure financing for their dream homes, whether they are first-time buyers or seasoned homeowners. Specifically, given the high cost of living in Whitefish Bay, a mortgage loan officer can assist residents in finding affordable financing options that align with their financial goals. Additionally, they can help residents navigate the complex and often confusing mortgage application process, ensuring that they fully understand the terms and conditions of their loan. With the help of a mortgage loan officer, residents of Whitefish Bay can confidently make one of the biggest investments of their lives and achieve their homeownership dreams.

Tax Services

Residents of Whitefish Bay, WI can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can assist residents is by helping them navigate the complex tax laws and regulations that are unique to Wisconsin. For example, Wisconsin is one of the few states that allows taxpayers to claim a homestead credit on their state income tax return. A tax advisor can help residents understand the eligibility requirements and ensure they are receiving the maximum benefit. Additionally, Whitefish Bay is known for its high property values, which can result in higher property taxes. A tax advisor can help residents explore options for reducing their property tax burden, such as appealing their assessment or taking advantage of available exemptions. Overall, a tax advisor can provide invaluable guidance and support to Whitefish Bay residents looking to optimize their tax situation.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Whitefish Bay, WI can provide a plethora of services to ensure that your assets are distributed according to your wishes after you pass away. From drafting wills and trusts to establishing powers of attorney and healthcare directives, an estate planning lawyer can help you navigate the complex legal landscape of estate planning. Specifically in Whitefish Bay, WI, an estate planning lawyer can provide guidance on the unique laws and regulations that govern the transfer of property in the state of Wisconsin. With their expertise and attention to detail, an estate planning lawyer can help you create a comprehensive plan that protects your assets and provides for your loved ones. So whether you're just starting to think about estate planning or need to update an existing plan, an estate planning lawyer in Whitefish Bay, WI can help you achieve peace of mind and ensure that your wishes are carried out.

Whitefish Bay, WI is a prime location to seek out an estate planning lawyer due to its affluent community and high standard of living. With a median household income of $121,000, residents of Whitefish Bay have a significant amount of assets to protect and manage. Additionally, the village's proximity to Milwaukee and Lake Michigan provides ample opportunities for investment and growth. Estate planning lawyers in Whitefish Bay have a deep understanding of the unique financial needs and concerns of their clients, and are able to provide tailored solutions to ensure their assets are protected and passed down to future generations. With a strong sense of community and a commitment to excellence, Whitefish Bay is the ideal location to find a knowledgeable and experienced estate planning lawyer to guide you through the complexities of wealth management and inheritance planning.